| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 9,467 | $443,923.58 | $436,050.03 | -$7,873.55 | -1.77% |
Nemes Rush Group LLC Nemes Rush Group LLC | 21 | $986 | $969.57 | -$16.43 | -1.67% |
Derrick Dagnan Employees' Retirement Fund of the City of Fort Worth | 652,168 | $30.5M | $30.16M | -$341,083.75 | -1.12% |
Keith Henderson CULTIVAR CAPITAL, INC. | 6,755 | $313,162.12 | $311,135.31 | -$2,026.81 | -0.65% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 52,333 | $2.37M | $2.41M | $45,142.54 | 1.91% |
Alisha Arvold Christopher J. Hasenberg, Inc | 178,124 | $8.25M | $8.2M | -$49,874.38 | -0.6% |
Andrew Halac Talon Private Wealth, LLC | 12,717 | $589,313.48 | $585,745.03 | -$3,568.45 | -0.61% |
Christopher C. Powers Farther Finance Advisors, LLC | 218,364 | $10.2M | $10.06M | -$137,454.18 | -1.35% |
Kevin Orr Centennial Bank/AR/ | 144,350 | $6.77M | $6.67M | -$93,531.39 | -1.38% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 1,748 | $81,015.94 | $80,827.52 | -$188.42 | -0.23% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 742,284 | $33.85M | $34.19M | $339,364.44 | 1% |
| KS Kristi Shields ROGCO, LP | 2,288 | $100,168.65 | $105,385.28 | $5,216.63 | 5.21% |
Syon Capital LLC SYON CAPITAL LLC | 698,411 | $32.76M | $32.25M | -$515,221.45 | -1.57% |
Brian Glenn Premier Path Wealth Partners, LLC | 111,664 | $5.23M | $5.14M | -$83,750.33 | -1.6% |
| AK Alisha Kamadia United Community Bank | 303 | $14,226 | $13,992.54 | -$233.46 | -1.64% |
Courtney Haddad Concurrent Investment Advisors, LLC | 75,573 | $3.51M | $3.48M | -$31,827.16 | -0.91% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 636,044 | $29.33M | $29.3M | -$31,478.53 | -0.11% |
James Rankin Modern Wealth Management, LLC | 272,711 | $12.82M | $12.59M | -$229,356.45 | -1.79% |
Benj Foor Frazier Financial Advisors, LLC | 361 | $16,617.28 | $16,692.64 | $75.36 | 0.45% |
Amir Har-El Savvy Advisors, Inc. | 460,840 | $21.53M | $21.23M | -$304,509.24 | -1.41% |